For the quarter ended July 2026, Target (TGT) reported revenue of $26.54 billion, up 5.3% over the same period last year. EPS came in at $2.46, compared to $2.05 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $26.13 billion, representing a surprise of +1.57%. The company delivered an EPS surprise of +6.96%, with the consensus EPS estimate being $2.30.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Target performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Comparable store sales - YoY change: 3.8% versus 2.5% estimated by eight analysts on average.
  • Number of stores - Total: 2,019 versus 2,008 estimated by six analysts on average.
  • Retail Square Feet - Total: 253,826.00 Msq ft versus 252.64 Msq ft estimated by four analysts on average.
  • Retail Square Feet - 170,000 or more sq. ft: 49,045.00 Msq ft compared to the 49.10 Msq ft average estimate based on three analysts.
  • Net Sales- Merchandise sales: $25.95 billion versus $25.64 billion estimated by five analysts on average.
  • Net Sales- Merchandise sales- Beauty & household essentials: $3.64 billion versus $3.52 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.2% change.
  • Net Sales- Merchandise sales- Food & beverage: $5.99 billion compared to the $5.76 billion average estimate based on two analysts. The reported number represents a change of +7.2% year over year.
  • Net Sales- Merchandise sales- Hardlines: $3.89 billion compared to the $3.6 billion average estimate based on two analysts. The reported number represents a change of +10.6% year over year.
  • Net Sales- Merchandise sales- Other: $48 million compared to the $49.17 million average estimate based on two analysts. The reported number represents a change of +11.6% year over year.
  • Net Sales- Credit card profit sharing: $139 million versus $130.73 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +3.7% change.
  • Net Sales- Merchandise sales- Household essentials: $4.62 billion compared to the $4.58 billion average estimate based on two analysts. The reported number represents a change of +4.4% year over year.
  • Net Sales- Merchandise sales- Apparel & accessories: $4.09 billion versus $4.24 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.1% change.

View all Key Company Metrics for Target here>>>

Shares of Target have returned +10.1% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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